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Institutional Ownership · SEC Form 13F

Who owns WIW (WIW)


Which tracked institutional funds hold WIW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WIW company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

92
Institutional holders
23,051,305
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened WIW while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WIW’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WIW more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in WIW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 92 tracked filers holding WIW, 39 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WIW between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • GatePass Capital, LLC$822K
  • Corient Private Wealth LLC$724K
  • Quantinno Capital Management LP$561K

Full exits 2

  • PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
  • READYSTATE ASSET MANAGEMENT LP$696K

Largest adds

  • PFG Investments, LLC$582K
  • RAYMOND JAMES FINANCIAL INC$516K

Largest trims

  • Private Advisor Group, LLC$3M
  • Saba Capital Management, L.P.$2M
  • RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
  • MORGAN STANLEY$1M
  • Invesco Ltd.$724K
  • LPL Financial LLC$673K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed7,208,667$61M30.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,412,848$12M5.9%2026-Q1
1607 Capital Partners, LLC1,192,990$10M5.0%2026-Q1
Allspring Global Investments Holdings, LLC1,075,268$9M4.5%2026-Q1
PenderFund Capital Management Ltd. added1,023,197$9M4.3%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed963,439$8M4.0%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed870,715$7M3.6%2026-Q1
Invesco Ltd. trimmed858,470$7M3.6%2026-Q1
BANK OF AMERICA CORP /DE/ added777,957$7M3.2%2026-Q1
LPL Financial LLC trimmed670,242$6M2.8%2026-Q1
Private Advisor Group, LLC trimmed600,354$5M2.5%2026-Q1
Baird Financial Group, Inc. added556,785$5M2.3%2026-Q1
HighTower Advisors, LLC trimmed490,058$4M2.0%2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLC462,748$4M1.9%2026-Q1
FIRST TRUST ADVISORS LP added353,195$3M1.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed282,562$2M1.2%2026-Q1
STIFEL FINANCIAL CORP trimmed265,508$2M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added251,868$2M1.0%2026-Q1
RIVERBRIDGE PARTNERS LLC added244,874$2M1.0%2026-Q1
Matisse Capital230,000$2M1.0%2026-Q1
Atala Financial Inc added192,584$2M0.8%2026-Q1
TrueMark Investments, LLC added190,656$2M0.8%2026-Q1
Ionic Capital Management LLC170,464$1M0.7%2026-Q1
NWF Advisory Services Inc. added156,450$1M0.7%2026-Q1
Closed-End Fund Advisors, Inc. added156,351$1M0.7%2026-Q1
Summit Financial, LLC added140,832$1M0.6%2026-Q1
Saba Capital Management, L.P. trimmed140,585$1M0.6%2026-Q1
ROBERTS GLORE & CO INC /IL/ trimmed123,251$1M0.5%2026-Q1
Wakefield Asset Management LLLP added118,814$1M0.5%2026-Q1
Dynamic Advisor Solutions LLC added108,361$917K0.5%2026-Q1
Cutler Capital Management, LLC added106,092$898K0.4%2026-Q1
GRACE & WHITE INC /NY97,961$829K0.4%2026-Q1
GatePass Capital, LLC added97,200$822K0.4%2026-Q1
Janney Montgomery Scott LLC trimmed95,163$805K0.4%2026-Q1
OPPENHEIMER & CO INC added85,800$726K0.4%2026-Q1
Corient Private Wealth LLC new85,587$724K0.4%2026-Q1
PFG Investments, LLC added84,342$714K0.4%2026-Q1
TWIN FOCUS CAPITAL PARTNERS, LLC83,413$706K0.3%2026-Q1
HBW ADVISORY SERVICES LLC added72,553$614K0.3%2026-Q1
ROBINSON CAPITAL MANAGEMENT, LLC68,910$590K0.3%2026-Q1
Cetera Investment Advisers trimmed68,447$579K0.3%2026-Q1
ROYAL BANK OF CANADA trimmed68,025$575K0.3%2026-Q1
Quantinno Capital Management LP new66,332$561K0.3%2026-Q1
UBS Group AG trimmed65,420$553K0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added56,638$479K0.2%2026-Q1
FIFTH THIRD BANCORP added52,519$444K0.2%2026-Q1
JANE STREET GROUP, LLC added50,470$427K0.2%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC added42,123$356K0.2%2026-Q1
UHLMANN PRICE SECURITIES, LLC added35,680$302K0.1%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT34,406$291K0.1%2026-Q1
BlackDiamond Wealth Management, LLC trimmed26,066$221K0.1%2026-Q1
Mariner, LLC trimmed22,147$185K0.1%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added21,219$180K0.1%2026-Q1
Merit Financial Group, LLC trimmed18,617$158K0.1%2026-Q1
Steward Partners Investment Advisory, LLC18,305$155K0.1%2026-Q1
Sowell Financial Services LLC16,633$141K0.1%2026-Q1
VERUS CAPITAL PARTNERS, LLC trimmed15,381$130K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed14,782$125K0.1%2026-Q1
ACCREDITED INVESTOR SERVICES, LLC trimmed14,317$121K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed13,753$116K0.1%2026-Q1
PARK AVENUE SECURITIES LLC trimmed13,604$115K0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed12,566$106K0.1%2026-Q1
DKM Wealth Management, Inc.12,000$102K0.0%2026-Q1
Mezzasalma Advisors, LLC added11,825$100K0.0%2026-Q1
Integrity Advisory Solutions, LLC new11,356$96K0.0%2026-Q1
Fiera Capital Corp trimmed11,218$95K0.0%2026-Q1
Commerce Advisors, LLC new11,000$93K0.0%2026-Q1
CITADEL ADVISORS LLC trimmed10,303$87K0.0%2026-Q1
Pinnacle Wealth Planning Services, Inc. trimmed9,118$77K0.0%2026-Q1
Advisory Services Network, LLC added8,418$71K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,924$59K0.0%2026-Q1
Hara Capital LLC6,774$57K0.0%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed238,911$2M1.0%2025-Q4 stale
STANSBERRY ASSET MANAGEMENT, LLC added86,419$768K0.4%2025-Q3 stale
READYSTATE ASSET MANAGEMENT LP added80,982$696K0.3%2025-Q4 stale
U.S. Capital Wealth Advisors, LLC trimmed76,906$684K0.3%2025-Q3 stale
Concorde Asset Management, LLC added55,250$475K0.2%2025-Q4 stale
COMERICA BANK added52,810$454K0.2%2025-Q4 stale
SIT INVESTMENT ASSOCIATES INC trimmed50,481$434K0.2%2025-Q4 stale
Hennion & Walsh Asset Management, Inc. trimmed33,182$292K0.1%2025-Q1 stale
Clear Creek Financial Management, LLC28,900$253K0.1%2025-Q2 stale
Global Retirement Partners, LLC new26,639$229K0.1%2025-Q4 stale
Almitas Capital LLC trimmed22,523$198K0.1%2025-Q1 stale
Traub Capital Management LLC trimmed21,612$192K0.1%2025-Q3 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed21,542$185K0.1%2025-Q4 stale
HRT FINANCIAL LP added18,365$157K0.1%2025-Q4 stale
Arnhold LLC17,500$154K0.1%2025-Q1 stale
GRIES FINANCIAL LLC16,126$143K0.1%2025-Q3 stale
Moors & Cabot, Inc.15,000$132K0.1%2025-Q1 stale
Walleye Capital LLC trimmed14,423$126K0.1%2025-Q2 stale
Elequin Capital, LP trimmed12,704$112K0.1%2025-Q1 stale
PEAPACK GLADSTONE FINANCIAL CORP trimmed12,377$108K0.1%2025-Q2 stale
NORTHERN TRUST CORP new12,000$105K0.1%2025-Q1 stale
Cambridge Investment Research Advisors, Inc. trimmed12,000$105K0.1%2025-Q2 stale
XTX Topco Ltd new11,722$101K0.0%2025-Q4 stale
TWO SIGMA SECURITIES, LLC added10,864$93K0.0%2025-Q4 stale
StoneX Group Inc. added10,369$91K0.0%2025-Q1 stale
WealthShield Partners, LLC new10,000$88K0.0%2025-Q2 stale
Kestra Advisory Services, LLC trimmed7,424$64K0.0%2025-Q4 stale
US BANCORP \DE\ trimmed6,746$60K0.0%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership